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If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®. This quarterly update provides insights from our economic committees findings on the macro-economic environment.

The 29th annual Retirement Confidence Survey (RCS), conducted by the Employee Benefit Research Institute (EBRI) in 2019, found that two-thirds of U.S. workers (67%) are confident in their ability to live comfortably throughout their retirement years (up from 64% in 2018). Worker confidence now matches levels reported in 2007 — before the 2008 financial crisis.

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®. This quarterly update provides insights from our economic committees findings on the macro-economic environment.

Understanding and successfully managing your financial affairs is an important component in the life of most any working adult. Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.

What types of IRAs are available?

The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $5,500 in 2017 (unchanged from 2016). You must have at least as much taxable compensation as the amount of your IRA contribution. But if you are married filing jointly, your spouse can also contribute to an IRA, even if he or she has little or no taxable compensation, as long as your combined compensation is at least equal to your total contributions. The law also allows taxpayers age 50 and older to make additional "catch-up" contributions.

Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.